Happy Labor Day Weekend! Our mission at ETFMathGuy is to educate investors seeking tax-efficient investing and financial plans. So, we continue to provide online access to algorithms that produce tax-efficient retirement income based on our award-winning published research. Today, we are happy to announce extra profiles, an upgraded feature requested by financial services professionals. Now, users may save profiles for more than two scenarios. We hope this new feature will better support advisors and their clients as they navigate the optimal decision-making process and the complexity of producing tax-efficient retirement income.
Enabling Extra Profiles
By default, all free and paid subscribers of the Optimal Retirement Income Calculator can create two profiles. Accordingly, these two profiles can store situations like “best case” and “worst case” outcomes for a retiree, and if applicable, their spouse.
However, financial advisors often help guide the retirement income of many clients. So, our extra profiles feature now enables this capability across three tiers of advisors.
- Tier 1: Basic Advisor – Manage up to 10 client profiles
- Tier 2: Standard Advisor – Manage up to 50 client profiles
- Tier 3: Premium Advisor – Manage up to 300 client profiles
Discount for Current Subscribers and a Holiday Discount
We are offering a special “thank you” to current paid subscribers to the Optimal Retirement Income Calculator by offering a 20% discount on your first year of extra profiles. The billing process is also simplified by pro-rating the extra profile price to correspond with your annual renewal date.
Not yet a subscriber to the Optimal Retirement Income Calculator? For the next 30 days, we are offering a 25% off sale on this annual subscription. Therefore, please enter the promo code laborday2025 after selecting the “Subscribe” button under the Optimal Retirement Income Calculator on your account’s profile page.
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